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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,332 | $82,678-40.3% | $125,391-60.7% | $68,490-28.0% |
| Participation rate | 45.2% | 75.1%-29.9pp | 82.4%-37.2pp | 67.9%-22.7pp |
| Annual return | -18.57% | -5.97%-12.6pp | 572.41%-591.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,985 | $3,382-41.3% | $4,816-58.8% | $2,597-23.5% |
| Participant deferral / active EE | $4,554 | $6,111-25.5% | $7,448-38.9% | $4,028+13.1% |
| Admin fee / account holder | $1,626 | $6,277-74.1% | $10,009-83.8% | $5,403-69.9% |